Catherine Evans is a CFP® with 29 years of industry experience, currently serving at J.P. Morgan Securities. She has been with J.P. Morgan Securities since 2006 and has also worked at JPMORGAN Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Richard Przybylski is a financial advisor with Edward Jones in Naperville, IL, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices. The firm provides both discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Carrie Plos is a financial advisor with Morgan Stanley in Lisle, IL, holding a Series 66 designation and 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools.

Joel Eggerding is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 credential and has been with Thrivent Financial since 2017. Outside of his advisory role, Eggerding serves as a board member for the Chicago chapter of the C.S. Lewis Institute, an organization focused on Christian discipleship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses and written recommendations across multiple financial planning areas. The firm separates its planning services from managed account programs and does not accept discretionary trading authority for its Dedicated Planning Service.

Jason Fair is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Naperville / Lisle branch. He manages portfolios for clients across the United States, primarily serving local individuals and families who are business owners and corporate executives. Jason and his team focus on helping clients achieve their financial goals by customizing strategies around priorities, risk tolerance, and goals, with regular quarterly meetings to track progress and propose recommendations. Jason began his career at Merrill in 1997 after graduating from Northern Illinois University with a Bachelor's degree in Finance. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jason resides in Elburn, Illinois, with his wife Becky and their three daughters, Olivia, Kate, and Paige. Outside of his professional work, he enjoys bicycling, playing guitar, and being involved with their church.

John Scott is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Ameriprise since 2017, including his current role since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Christina Sayner is a Series 66-licensed financial advisor with Edward Jones in Wheaton, IL, where she has worked since 2007. She has 12 years of industry experience. Outside of her advisory role, she is a joint owner of a duplex property in DePere, Wisconsin, shared with her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard with an extensive network of advisors and branch offices nationwide.

Cameron Polezoes is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and three years of industry experience. His background includes roles at Ameriprise since 2022, as well as positions outside finance, such as work at Hub Group, Chicago Golf Club, and Aurelio's Pizza. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Page is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services for 33 years. Page also engages in financial planning and provides health insurance as an incidental part of his practice. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by various asset-allocation tools and third-party platforms.

Nicholas Korn is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He is a Certified Financial Planner (CFP®) professional with over ten years of experience in the financial services industry. Nicholas specializes in partnering with select families to develop comprehensive financial plans and tailored investment strategies focused on key milestones such as retirement, wealth transfer, and college planning. Prior to his current position, Nicholas worked as a Wealth Management Associate and Financial Planning Associate at Morgan Stanley from 2014 to 2020, and as a Client Associate at Wells Fargo Advisors from 2013 to 2014. He holds a California Insurance License. Outside of his professional work, Nicholas enjoys staying active through running marathons, skiing, and other fitness activities. He also has interests in spending time at the lake, caring for pets, and reading.

Bradley Dent is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he focuses on understanding his clients' priorities and the purpose of their wealth to develop customized financial plans. Bradley utilizes advanced planning tools to provide clear insights into clients' financial situations, enabling collaborative goal-setting and planning. Bradley has extensive experience in wealth planning and advisory roles, having worked with Fidelity Investments since 2020 in capacities including Planning Consultant and Relationship Manager. Prior to joining Fidelity, he served as a Wealth Advisor at Twende Investment Group from 2017 to 2020 and as a Financial Associate at Thrivent Financial from 2016 to 2017. Outside of his professional work, Bradley enjoys participating in social events with friends, playing soccer, and volunteering.

Brian Zdeblick is a financial advisor at Ameriprise with 11 years of industry experience. He previously worked at Fidelity Investments and Nuveen Investments. He serves on the Board of Directors for the Tri City Chargers Youth Football organization as a volunteer. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s approach includes asset allocation, withdrawal strategies, and Social Security options within an investment framework influenced by affiliated product offerings.

Stephanie Ross is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. Her prior roles include six years at Edward Jones and leadership of Stephanie Hartke Agency, Ltd., an insurance agency she managed until 2019. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, utilizing proprietary research and planning tools to create tailored recommendations across various planning areas including retirement, education, and business-owner transition planning.

Hollis Henry is a Financial Consultant at Fidelity Investments, a position held since 2022. Prior to this role, Hollis served as an Independent Financial Coach and District Leader at PFS Investments in 2021. In these capacities, Hollis focuses on developing custom financial strategies by understanding clients' unique goals and challenges through active listening and collaboration. Hollis emphasizes building lasting relationships rooted in empathy and trust, working closely with clients and their families to clarify their current financial positions and future aspirations. Outside of work, Hollis is engaged in family activities and enjoys fitness, golf, music, and parenthood.

Roger Stoneberg is a financial advisor with Edward Jones in Batavia, Illinois, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Joseph Halm is a financial advisor with Edward Jones in Carol Stream, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he is involved with Halm Rentals LLC, managing rental properties, and holds a shareholder interest in Pivotal Health, a home health services company. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Michael Flentge is a Series 66 licensed financial advisor with Edward Jones in Geneva, IL, where he has worked for 14 years. His entire professional experience has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeffrey Kellett is a financial advisor with LPL Financial in Bristol, IL, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc., with an ongoing affiliation at The Financial Group since 1984. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Michael Baglio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with affiliated JPMorgan Chase entities since 2010. Outside of his advisory role, he is involved with Vacation Lab, a venture he joined in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Kevin O'Hara is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory role, he serves on the boards of Loaves & Fishes and Special Spaces, including a position as Board Chair for the latter. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm operates as a large institutional provider offering advisory, brokerage, and insurance solutions through affiliated entities.